Donna Lucas

Experience

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  United Transport, Inc.

  Jan 1990 - Mar 1994

  Sales & Marketing Assistant
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  Suffolk Building Society

  May 1994 - Dec 2000

  Branch Manager

  Brief details of the role: - To effectively manage the largest branch with 12 staff. - Motivate all staff and encourage and train them to help obtain leads for Mortgages, Financial Planning and Investments Accounts. - To ensure very high levels of Customer Service at all times. - To ensure all individual, staff and branch targets were met. - To conduct mortgage interviews and to obtain peripheral sales where the customer had a clear need. - To attend monthly Managers meetings to report on the branches successes and failures. - To ensure the safety of the staff and branch at all times.Reason for Leaving: To gain experience within the independent mortgage market to Show less

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  The Mortgage People

  Jan 2001 - Apr 2001

  Branch/Office Manager & Mortgage Advisor

  Brief details of the role: - To effectively manage the shop and 2 members of staff. - To meet targets for Purchase & Remortgages. - To obtain leads for the Financial Planning Consultant. - To ensure all individual, staff and branch targets were met. - To ensure high levels of Customer Service at all timesReason for Leaving: To relocate to be with my partner (now Husband) Show less

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  Black & White Mortgage Company

  May 2001 - Jul 2002

  Area Sales Manager / Mortgage Advisor

  Brief details of the role: - To distribute all leads provided from Black & White's call centre to my advisors. - To obtain weekly reports from each Advisor on all of their own leads. - To ensure high levels of Customer Service at all times. - To provide reports to Black & White on each individual lead of my own and of my advisors, ensuring that each and every lead was accounted for. - To provide training for my team members where sales or experience may be failing. - To arrange my own appointments and visit clients. - To sell Accident, Sickness & Unemployment Insurance, Buildings & Contents Insurance and Life Assurance where the clients clearly had a need for it.Reason for Leaving: To enhance my career and to have more day-to-day interaction with other members of staff. Show less

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  Enable Finance

  Aug 2002 - Feb 2009

  Operations Director

  - To ensure that the company was run professionally at all times with very high levels of Customer Service. - To manage a team of 6 - 8 staff to ensure that their roles were completed correctly and in a timely manner. - To ensure the company adhered to all of the compliance requirements of the Financial Services Authority (FSA) - I held the Apportionment and Oversight function as well as Insurance Mediation for the company with the FSA and have a great deal of understanding as to the requirements of the FSA and what is expected of the firm in `Advising & Recommending' mortgages to client's, selling insurances and ensuring that all customers are treated fairly (TCF). - To manage all leads effectively and to ensure all leads are accounted for and reported on. - To sell mortgages from my own leads and to sell additional products where the customers had a clear need for them. I had a very good track record in conversions and feel this is simply due to my experience and the way in which I treat my customers. - To assist the Managing Director with the Marketing of the company and ensure that all marketing material was compliant and in line with the FSA guidelines. Show less

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  Pristine Clean Nottingham

  Oct 2006 - now

  Co Director

  My husband and I have our own commercial and domestic exterior cleaning business within the Nottinghamshire area. We clean Windows, Doors, Frames, Sills, Driveways, Patios, Pathways, Decking, Gutters, Fascias, Soffits, Conservatories, Greenhouses, Cladding, Solar Panels and more. Established in October 2006, our business has grown from strength to strength. We are proud to be rated 1st in England and Wales on TrustPilot for Window Cleaners and also one of the top 3 for Three Best Rated in Nottingham for both Window Cleaning and Gutter Clearing. Customer service is our number one priority - from the initial conversation, all the way through to the end result, we ensure that everything is perfect for our clients. Show less

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  Northants Cricket

  Mar 2010 - Aug 2010

  Events, Marketing & Accounts Assistant

  Whilst recovering from major spinal surgery, I worked part-time for NCCC. I helped in various departments including covering Reception, helping the Accounts team and also assisting with Events and Marketing. My main requirement was to set-up systems and procedures for the Marketing and Events Department to help ensure a smooth process for the organisation of events.

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  Proludic UK

  May 2011 - Jun 2015

  Business Development Executive

  I was employed to set up and lead a new Business Development Team, responsible for: sourcing new business opportunities within various sectors such as Housing, Local Authorities, Town and Parish Councils, Education and Leisure etc.; providing new appointments and opportunities for the Sales Team on the road; and providing support for them through the whole process. I really enjoyed working for Proludic, helping to produce great playgrounds and making a real difference to children!

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  Virtual 2 Reality

  Apr 2015 - Feb 2024

  Business Consultant

  As a Business Consultant, I absolutely love supporting businesses. As a Co-Director for my own business since 2006, this has given me a great deal of diverse knowledge and understanding of what it takes to run a business. Being pulled in different directions and needing to be 'jack of all trades' is challenging but rewarding. Working with small businesses as a Consultant and/or a Virtual Assistant. I provide support to businesses in areas such as Business Advice, Sales and Marketing, Health and Safety, CRM Sourcing and Implementation, Human Resources, General Administration, Operations, Systems and Procedures, GDPR, Data Cleansing, Financial Services and more.A high level of professionalism and confidentiality is required at all times. To date, I have supported various businesses and professionals, some of which are in the following fields:Aesthetics, Financial Services, Dance and Fitness, Artists, Occupational Therapists, Skin Specialist, Beauty Therapists, Insurance Brokers, Play Manufacturers, Acupuncturists, Herbalist, Nutritionist, HR Consultant, Life Coach, Beer and Wine Merchant, Image Consultants, Website Developers and Professional Cleaners.The passion that my clients have for their own businesses is my passion! I just want the best for them and for their businesses to succeed. Show less

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  Enable Finance

  Apr 2015 - May 2020

  Business Finance Specialist

  Having previously worked for Enable Finance as Operations Director, I was grateful for the opportunity to work with Phillip Evans again after the birth of my son. My role was to ensure that all clients were dealt with in a professional and timely manner and to underwrite all Commercial Finance and Mortgage Applications, providing advice on the best possible solutions for businesses. In addition to the above, I supported the business with their Social Media and Marketing.

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  Moyna Talcer Ltd

  May 2017 - Oct 2023

  PA
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  Tropic Skincare

  May 2020 - now

  Senior Ambassador

  I am proud to support Tropic whose Infinite Purpose is to help create a healthier, greener, more empowered world. This drives them to be a force for good beyond beauty. Through The United World Schools, Tropic empowers some of the 62 million children without access to primary education, opening the way for them to access better opportunities and higher incomes later in life. Each sale goes towards this great cause and this is what drives me to support their beautiful brand and ethos.

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  The Clinic by Dr Mayoni

  Mar 2022 - Nov 2022

  PA
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  Supportal Business Services Ltd

  Jun 2022 - Oct 2023

  Client Success Manager

  As a Client Success Manager, my role is to support the Supoprtal Business Service clients' and help to ensure that their goals and needs are met efficiently and in a timely manner. In return, our clients' can meet their OWN business goals quicker too, and enjoy more of what they enjoy doing best. Customer service is a priority for me.

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  Medical Practice Management Ltd

  Apr 2023 - Oct 2023

  Admin Support
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  Purpose People Ltd

  Apr 2023 - Oct 2023

  PA
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  Wild About Tan

  Jul 2023 - now

  Company Owner

  Award winning mobile spray tanning and beauty services

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  Utility Warehouse

  Nov 2023 - now

  Partner
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  CHL Finance Limited

  Feb 2024 - now

  Mortgage & Protection Advisor

  🔹 Passionate about making a difference in people's lives, I'm thrilled to announce my return to the financial services arena after a period out of financial services. With a deep-rooted commitment to helping individuals, both financially and personally, I bring a wealth of expertise as a fully qualified Mortgage and Protection Advisor.🔹 Armed with years of dedicated study and hands-on experience, I am eager to share my knowledge and empower others on their financial journey. Whether it's securing the perfect mortgage, providing essential protection, or navigating the complexity of insurance, I am here to offer tailored solutions to meet your needs.🔹 I'm also passionate about helping you save money on everyday essentials, including gas, electricity, broadband, and mobile SIMs. By leveraging my industry insights and network, I strive to provide support that goes beyond traditional financial services.🔹 If you're seeking guidance, support, or simply looking to optimise your financial well-being, I'm here to help. Let's connect and embark on this journey together towards financial empowerment and peace of mind. Show less